Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

The Behavior Profile of Our Chicago Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

How To Manage Money For Chicago Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Filing Late On Taxes? You Might Actually Be Among Chicago’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

Abdalla Alyousef’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

A 12-Point Financial Health Check For Chicago Families And Individuals

We are now fully engaged in our tax "off season" here in Chicago. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes (online...

The Joys Of Providing Professional Tax Services To Chicago

Well, our primary work for this tax season in Chicago has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Chicago, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll...

3 More Reasons Why More Chicago Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Chicago who trust us with their most sensitive financial details -- and we don't take that...

One Significant Habit Of The Wealthy In Chicago — Generous Charitable Contributions

One Significant Habit Of The Wealthy In Chicago -- Generous Charitable Contributions"My best friend is the one who brings out the best in me." - Henry FordWe're into the final quarter of 2018, and since this is the biggest quarter of the year for giving, I'd like to...

Focus Training For Folks In Chicago

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Six Key Year-End Tax Moves That Chicago Folks Should Consider

Do you see that train barrelling towards the station? The one with "2018" all over it? This calendar year is about to change in under three weeks, and most people I know couldn't be happier about the fact.But what that means for our Chicago clients and friends here at...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!